Investment Product Senior Analyst

Investment Product Senior Analyst

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters – to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures.

The Role

The Investment Product Senior Analyst works closely with the Investment Product Analysts (IPAs) to provide support for MFS' investment strategies by running and analyzing product data, in addition to peer reviewing the team's work.

Acts as the day-to-day contact in supporting a range of process improvement activities, with a focus on key projects and advancement of initiatives specific to departmental processes. Utilizes strong attention to detail, reviews data, uncovers possible trends, escalating them to the Director of Business Operations, and utilizes manager's analysis to enhance the best practices of the team.

Additionally, the individual participates in department wide projects, performing support functions on behalf of the team. This role is expected to provide supportive partnership across the department to execute on solutions, decrease operational risk and promote long-term efficiency, as well as to provide informal guidance to individuals in the analyst role.

What You Will Do

• Runs and evaluates data, and performs tasks varying in complexity, in support of the Investment Product Analyst (IPA) team.
• Performs the peer review function within the IPA team.
• Works with Director of Business Operations to deliver actionable insights to support business and team objectives.
• Builds strong working relationships by combining strong organizational skills with a growing business understanding to ensure deliverables are executed on time. This role liaises with other functional groups in the department relative to their participation in the lifecycle of a project or initiative.
• Participates in developing and enhancing operational processes and AI tools to help the IPA team achieve greater efficiency. Helps mitigate risks by providing feedback to management or team lead on existing operations.
• Contribute to status meetings, update status reports, deploy meeting notes with clear, actionable next steps.
• Assumes additional responsibilities as requested.

What We Are Looking For

• Bachelor's degree or equivalent business experience.
• 2-5+ years' relevant experience.
• Proficiency with Microsoft Office (Word, Excel and PowerPoint) required.
• Desire to develop and foster strong interpersonal relationships.
• Strong aptitude for analytical work, strong organizational skills and attention to detail.
• Strong communication (written and verbal) and interpersonal skills, exhibiting a positive, collaborative, flexible disposition with the ability to handle routine tasks independently and to collaborate on bigger projects as part of a team and under manager supervision.
• Working knowledge of the following analytical tools recommended: Morningstar Direct, eVestment Alliance, Factset SPAR, and Bloomberg.

Base Salary Range: $67,600.00 - $118,500.00

This position is eligible for competitive incentive bonus.

At MFS, we believe in fair and transparent compensation. For that reason, we're including the salary range for this position. This range reflects our good-faith expectation for what we'll pay depending on the candidate's experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensation based on both individual and company performance. Other components of our Total Rewards Package include:

• MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company-sponsored 401(k)
• Education Assistance: MFS contributes $100 monthly up to $10,000 lifetime maximum directly to loan provider
• Education Assistance: Tuition reimbursement up to $8,000 annually
• Education Assistance: Access to discounted tutors and college coaches
• Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves
• Choice of medical and dental plans and an and an employer contribution into the Health Savings Account
• Tax deferred commuter benefits & flexible spending accounts (medical & dependent care)
• Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps

Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency – if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we'll be happy to discuss them.

At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others.

MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting.

If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at View phone number on click.appcast.io or email View email address on click.appcast.io for assistance.

MFS is an Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the Know Your Rights: Workplace Discrimination is Illegal document, linked for your reference.